I'm fairly well versed at investing but wanted to hear others opinions on this particular stock . It's had a magnificent run over the past year and a half. My holding period just switched to long-term capital gains.
The P/E is 25 and forward P/E is 7.5. They are fully sold out for the year.
I'm trying to figure out whether I should take some profit or just let it run. With this Administration anything can happen on any day which makes me nervous but at the same time I feel like this stock could run until the end of the year and the cyclicality of semiconductors is not upon us at least for another year or so . Anyone with greater insights into this stock or semiconductor cyclicality want to chime in? Appreciate the insights.